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SGI Small Cap Core Fund (BOGIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund seeks to achieve its objective by investing under normal circumstances at least 80% of the net assets of the portfolio (including borrowings for investment purposes) in the stocks of U.S. companies with market capitalizations, at the time of purchase, that are within the trailing twelve-month range of the market capitalizations of those companies that are included in the Russell 2000 Index ("Small Cap Stocks"). As part of its investment strategy, the Adviser will continue to invest in Small Cap Stocks that the adviser believes will appreciate more than the index.

Looking to diversify beyond BOGIX? The mutual funds below have the lowest correlation with BOGIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from BOGIX.

Best Diversifiers for BOGIX

0 mutual funds have low correlation with BOGIX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.76, roughly unchanged from 0.82 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AUERX
Auer Growth Fund0.760.790.82
83
Small Cap Blend EquitiesBOGIX vs AUERX
HDPSX
Hodges Small Cap Fund0.840.890.91
80
Small Cap Blend EquitiesBOGIX vs HDPSX
RIVSX
River Oak Discovery Fund0.870.890.89
92
Small Cap Blend EquitiesBOGIX vs RIVSX
IPSIX
Voya Index Plus SmallCap Portfolio0.870.880.92
86
Small Cap Blend EquitiesBOGIX vs IPSIX
PVIVX
Paradigm Micro-cap Fund0.880.850.87
59
Small Cap Blend EquitiesBOGIX vs PVIVX
See all 21 diversifiers for BOGIX

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